Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$287K Buy
2024
Q4
Sell
2024
Q3
$259K Buy
2024
Q2
$253K Buy
2024
Q1
$251K Hold
2023
Q4
$262K Hold
2023
Q3
$300K Sell
2023
Q2
$318K Hold
2023
Q1
$335K Sell
2022
Q4
$481K Hold
2022
Q3
$352K Hold
2022
Q2
$359K Hold
2022
Q1
$426K Buy
2021
Q4
$258K Buy